Shine Investment Advisory Services’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-134
| Closed | -$2K | – | 762 |
|
|
2020
Q1 | $2K | Buy |
+134
| New | +$2K | ﹤0.01% | 682 |
|
|
2018
Q4 | – | Sell |
-90
| Closed | -$2K | – | 685 |
|
|
2018
Q3 | $2K | Hold |
90
| – | – | ﹤0.01% | 631 |
|
|
2018
Q2 | $2K | Hold |
90
| – | – | ﹤0.01% | 639 |
|
|
2018
Q1 | $2K | Hold |
90
| – | – | ﹤0.01% | 633 |
|
|
2017
Q4 | $2K | Hold |
90
| – | – | ﹤0.01% | 634 |
|
|
2017
Q3 | $2K | Buy |
+90
| New | +$2K | ﹤0.01% | 641 |
|